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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,085 | $99,053-8.0% | $88,179+3.3% | $138,895-34.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 24.10% | 78.17%-54.1pp | 64.97%-40.9pp | 145.39%-121.3pp |
| Employer contribution / active EE | $17,085 | $2,882+492.8% | $2,549+570.2% | $4,194+307.3% |
| Participant deferral / active EE | $9,913 | $5,225+89.7% | $4,614+114.9% | $6,396+55.0% |
| Admin fee / account holder | $280 | $8,748-96.8% | $7,673-96.3% | $12,562-97.8% |